See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,271 | $90,600+61.4% | $79,464+84.1% | $135,375+8.0% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 1.70% | 977.43%-975.7pp | 718.14%-716.4pp | 519.73%-518.0pp |
| Employer contribution / active EE | $3,246 | $3,068+5.8% | $2,800+15.9% | $4,779-32.1% |
| Participant deferral / active EE | $11,830 | $4,050+192.1% | $3,704+219.4% | $5,609+110.9% |
| Admin fee / account holder | $827 | $5,907-86.0% | $5,113-83.8% | $10,827-92.4% |